See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,170 | $99,032-76.6% | $80,019-71.0% | $135,375-82.9% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -6.87% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $676 | $3,043-77.8% | $2,468-72.6% | $4,779-85.9% |
| Participant deferral / active EE | $1,180 | $4,282-72.5% | $3,686-68.0% | $5,609-79.0% |
| Admin fee / account holder | $224 | $10,436-97.9% | $6,521-96.6% | $10,827-97.9% |